“The metaphor of this funny sloth mascot that we have. In the US asset allocation portfolios are wonderful, but they're very slow.”
AB
Andrew Beer
Top Traders Unplugged ·
“Put a single recurrent calendar reminder once a year to check whether your allocation has drifted and needs adjusting.”
Dev Raga Personal Finance · 639 how automation leads to wealth
Play from 14:23
14:23
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What was described
Create a yearly calendar reminder to check portfolio allocation and rebalance if needed (or use robo-advisor that does it automatically)
Said nearby on the same subject
“Our portfolio analysis since 2023 suggests a diversified APEC fixed income portfolio could target a 7.5% return with a vol of roughly 4%, depending on allocation constraint.”
KP
Kelvin Pang
Thoughts on the Market ·
“Quinn is an AI assistant built for advisors. It automatically takes your meeting notes, drafts follow-up emails, handles CRM data entry, schedules, reminders.”
LG
Libby Grywe
The Efficient Advisor: Tactical Business Advice for Financial Planners ·
“If you have your goals written down and you've quantified what you need to do… you look at it and remind yourself of why you do what you do.”
VA
Victor Antonio
Sales Influence Podcast ·
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